How to Generate More Revenue from CRM

You can optimize your marketing messages to suit all the needs of your customers with the right CRM (Customer relationship management) solution. You can also track all your customers with this tool, assist in onboarding, and send automated marketing messages at the appropriate time. It is a pleasure to remember your customers’ names and preferences. It is only possible to achieve this level of individual attention with a good CRM.

The marketing field is especially in need of sales CRM software tools. Businesses are now going global, which translates to an expanding customer base. Exactly what CRM automation features can help you increase revenue? This article provides you with the answer to this question.

7 CRM Features that Will Help You Generate More Revenue

With just a few clicks, you can automate marketing campaigns, welcome new customers, and forward them to your sales team. The following are some essential features to consider in the right CRM for your business, whether you are looking for the right marketing software for you or for your marketing team.

1. Automating the Lead Management Process

The lead management feature in your CRM helps track prospects throughout the sales process, mining and capturing leads via various channels. Using this information, you can then categorize leads according to the criteria you specify.

A set of qualified leads can be made faster and more efficiently if you categorize leads from multiple sources, including email marketing lists or social media platforms. Once this is accomplished, lead nurturing can ensure that your customers are ready to make a purchase over time.

You can keep your sales team up-to-date with live customer data with lead management automation in your CRM, so they can focus on closing deals.

  1. Data Analysis and Reporting

A core CRM feature is reporting and analytics. We will provide you with all the performance metrics related to each role on your CRM suite, as well as summaries and analyses. Your company will be able to use real-time insights to refine its sales and marketing campaigns and make smarter, data-driven business decisions as a result.

You should look for an analytical CRM feature. You can use this feature to keep tabs on CRM metrics such as profit, customer engagement, buying patterns, and conversion rates.

  1. Managing emails and marketing

It can truly be a game-changer for your CRM to be integrated with a marketing automation tool. You can promote your business through various touchpoints when you combine CRM marketing automation with CRM, such as web traffic, downloads, social media engagement, SMS campaigns, webinars, and direct marketing.

Leads can be scored, prioritized, and qualified by using this information. You can also utilize infrequent drip-feed email campaigns to keep interest high, personalized email campaigns, and trigger-based messages on social media.

4. Automating Workflows

Automated workflows are predefined business processes that are used to perform a particular activity automatically. Automation of the workflow can reduce human error, boost productivity, and remove bottlenecks, as well as reduce human error.

5. Developing sales forecasts

Customer relationship management and revenue cycle forecasting are key components of the revenue cycle. Marketing professionals want their sales forecasts to be as accurate as possible, right? For this reason, your CRM software must be used to create sales forecasts.

For example, you will need Salesforce automation, if you’re using Salesforce or Microsoft CRM automation if you’re using Dynamics CRM. It is vital that your sales force automation software is up-to-date and integrated with the CRM software. Your sales forecasts can be more accurate if you automate your data updates.

6. Management of proposals

There is no easy way to create a business proposal that contains valuable and personalized content for your clients. This requires teamwork. A business proposal is not a B2B sale, and a sale is not revenue. Your CRM can automate proposal management so that you can collaborate on proposals and deliver them at the right time to the right client. Sales teams can get more meetings and see more prospective clients if they are able to create proposals faster. Your company will be able to generate more revenue and sales as a result of all this.

7. Automating customer support

Creating a great customer experience starts with customer support automation. Automation of contact centers and call centers is also known as contact center automation. Digitally savvy customers expect instant assistance with problems, and they also expect a customized and specific experience. You can benefit from customer support automation in this scenario.

Customer support CRM automation can make your process more efficient by managing customer queries faster, responding to flagged queries faster, and assigning representatives to social posts. Furthermore, you will have access to expanded service hours and multiple customer service channels. You can ensure good customer relationships with CRM automation functions.


Whenever software offers all of the above CRM functions in one package at a reasonable price, it should be shortlisted immediately. Whether you’re a small business or a large corporation, CRM automation functions can be one of your best investments.

Be it tasks management, proposal management, or social media campaign management, CRM software with automation tools can help your sales and marketing teams succeed.

You can contact Office24by7 Technologies by calling 91 7097171717 or by emailing at [email protected] if you would like to learn how we can assist you with your CRM needs.

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